Create a filter in List v2

Create a filter in List v2

You can create a filter to restrict what records appear in a list by providing a set
of conditions. When you run the filter, only records that meet the specified conditions are
listed.

Before you begin

Role required: none

Procedure

Open the condition builder in one of the following ways.

Click the show / hide filter icon () beside the breadcrumbs in UI16 or UI15.

Click the arrow icon (>) beside the breadcrumbs
in UI11.

If the icon is disabled and the breadcrumb has a related list condition in it,
you must remove the related list condition to open the filter. The condition was
created when the List v3 was enabled for this list. List v2 does not support
related list conditions. For more information about related list conditions, see
Add related list conditions.

Select a field from the list.

The field type determines the available operators
and values. For example, the Active field can have a
value of true, false, or
empty, while a text field can have many different
values. Similarly, the greater than operator does not
apply to the Active field, but it does apply to the
Priority field. For more information, see Condition builder.

Select an operator from the list.

Select or enter a value, if appropriate.

Add or remove conditions to construct the desired filter by completing one or
more of the following steps.

Option

Description

To add a top-level condition

Click AND or OR on
the condition builder toolbar, above the conditions.

To add a dependent condition

Click AND or OR
beside the condition.

To remove a condition

Click x beside the condition.

Note: To find all records that do not
contain the specified value, create a filter with two conditions:
[field] [is not] [value] or [field]
[is] [empty].

To specify the sort order of the results, click Add Sort
and then select a field to sort by and a sort order.